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Valentis Rising Star Opportunity Fund
Valentis Advisors Private Limited
981.15 CR AUM
Valentis Rising Star Opportunity Fund
Valentis Advisors Private Limited
981.15 CR AUM
BSE 500 TRI
Benchmark
9yr 9mo
Age
EQUITY
Strategy
2.50% p.a.
Fixed Fees
Fixed Fees of1.50% p.a. Plus Variable fees of
15% of Return Above 10% Hurdle Rate Charged Annually (Subject to High Water Mark Level)
Variable Fees
1 st Year - 3%
2 nd Year- 2%
3 rd Year- 1%
Exit Load
BSE 500 TRI
Benchmark
9yr 9mo
Age
EQUITY
Strategy
2.50% p.a.
Fixed Fees
Fixed Fees of1.50% p.a. Plus Variable fees of
15% of Return Above 10% Hurdle Rate Charged Annually (Subject to High Water Mark Level)
Variable Fees
1 st Year - 3%
2 nd Year- 2%
3 rd Year- 1%
Exit Load
jyotivardhan jaipuria
Fund Manager
EQUITYStrategies
Prior to founding Valentis, Jyoti worked for 21 years as Head of Research and strategist for India at Bank of America Merrill Lynch. He helped build the research team as the leading research provider in India as well as one of the top institutional brokers in the country. As a strategist, he was rated amongst the top strategists in India by leading institutional investors in India. Jyoti has also served as a member of the Board of Directors of DSP Merrill Lynch, the Asia Pacific Research Executive Committee and Operating Committee, the India Country Leadership Team (CLT) and other management committees. Prior to DSP Merrill Lynch, Jyoti had worked in ICICI in the Project Financing Departmernt. Jyoti graduated in Commerce (B. Com) from Sydenham College and has an MBA from the Indian Institute of Management, Ahmedabad.
Purpose
The objective is to generate long term compounded return on the portfolio by investing in diversified mix across market caps. The primary objective is to enable the investor to create wealth
Investment Approach v/s Benchmark Metrics
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1M IA return
22.74%
1M benchmark return
10.38%
Alpha
12.36%
1M Wealth multiple
1.23x
Investment Approach v/s Benchmark Performance
2026
2026
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Wealth Creation Calculator
1M IA return
22.74%
1M benchmark return
10.38%
Alpha
12.36%
1M Wealth multiple
1.23x
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